Kingdom Financial Group’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-2,303
Closed -$210K 69
2025
Q1
$210K Sell
2,303
-346
-13% -$31.5K 0.15% 45
2024
Q4
$231K Sell
2,649
-394
-13% -$34.4K 0.16% 47
2024
Q3
$299K Sell
3,043
-250
-8% -$24.5K 0.22% 38
2024
Q2
$302K Buy
3,293
+152
+5% +$14K 0.2% 40
2024
Q1
$297K Buy
+3,141
New +$297K 0.21% 45
2023
Q4
Sell
-3,344
Closed -$297K 84
2023
Q3
$297K Buy
3,344
+57
+2% +$5.06K 0.28% 57
2023
Q2
$338K Buy
+3,287
New +$338K 0.33% 49